Wealth Advisor (CFP) — Remote-First Client Partner

Wealth Advisor Location: Atlanta, GA (Preferred) | Remote-First Company We are a client‑first wealth management firm focused on helping people make confident financial decisions and build meaningful lives. As we continue to grow, we are looking for a motivated, client-facing Wealth Advisor who is ready to take the next step in their career. This role is ideal for someone with several years of experience working with clients directly in an advisory capacity who is looking to deepen their expertise, take on more responsibility, and grow within a collaborative, team‑based environment. What You’ll Do Serve as a primary point of contact for client relationships Participate in and lead client meetings Prepare and present comprehensive financial plans Build trust through proactive communication and follow‑through Collaborate with internal specialists to deliver high‑quality advice Identify opportunities to deepen client relationships Develop and grow client relationships through referrals, networking, and proactive engagement What We’re Looking For 3–7+ years of experience in wealth management Direct client interaction experience is required CFP® required Strong communication and relationship‑building skills High attention to detail and ownership mindset Desire to grow within a long‑term career path Compensation & Growth Base salary: $75,000–$100,000 (actual compensation will be determined based on experience, qualifications, and role alignment) Generous performance‑based bonus tied to revenue and client growth A portion of bonus earnings may be considered for future salary increases based on performance and firm discretion Clear path for career advancement and increased responsibility Why BEAM Remote‑first environment with flexibility and trust Strong team support and collaborative culture Opportunity to work with meaningful client relationships Clear growth path into leadership and advanced advisory role How to Apply Please submit your resume and a cover letter to View email address on click.appcast.io. On your cover letter, please make sure to highlight your most meaningful individual accomplishment and your most meaningful team accomplishment. BEAM Wealth Advisors is an equal opportunity employer. We are committed to creating an inclusive environment for all employees and applicants and do not discriminate on the basis of race, color, religion, sex, national origin, age, disability, or any other protected status. #J-18808-Ljbffr Retirement Resource Center, LLC.